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Name | Title | Since | Until |
---|---|---|---|
Danielle S Williams | Portfolio Manager | 2022 | Now |
Biography | Danielle S. Williams, CFA has served as a portfolio manager of a portion of the Small Cap Value Equity Fund since 2022. Ms. Williams is a Managing Director and Equity Research Analyst of Wellington Management and joined the firm as an investment professional in 2014. | ||
Edmond C. Griffin | Managing Director | 2020 | Now |
Biography | Edmond C. Griffin, CFA, Managing Director and Equity Portfolio Manager of Wellington Management, joined the firm as an investment professional in 2008. Mr. Griffin has served as portfolio manager for the Fund since December 2019 and has been involved in investment and securities analysis for the Fund since 2008. | ||
Shaun F. Pedersen | Senior Managing Director | 2004 | Now |
Biography | Shaun F. Pedersen. is Senior Managing Director and Equity Portfolio Manager of Wellington Management. Shaun F. Pederson, began his investment career in 1991. Mr. Pedersen joined Wellington Management as an investment professional in 2004. He has been involved in portfolio management and securities analysis for the Trust since joining the firm. Prior to joining Wellington Management, Mr. Pedersen was an investment professional at Thomas Weisel Asset Management (2001-2004) and at The Boston Company (1996-2000). | ||
Timothy J. McCormack | Vice President | 2002 | 2022 |
Biography | Timothy J. McCormack, CFA. Senior Managing Director and Equity Portfolio Manager of Wellington Management. Mr. McCormack began his investment career in 1991. He joined Wellington Management as an investment professional in 2000. McCormack is a member of the New York Society of Security Analysts. Mr. McCormack holds the Chartered Financial Analyst designation. | ||
Stephen O'Brien | Portfolio Manager | 2005 | 2009 |
Biography | O'Brien is senior vice president and equity portfolio manager with Wellington Management Company, has served as portfolio manager of the fund since 2000. his employer since 1983. O'Brien holds the Chartered Financial Analyst designation. | ||
Preston G. Athey | Chairman | 2001 | 2005 |
Biography | Preston Athey is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Trust Company and a small-company portfolio manager in the U.S. Equity Division. Preston is an Investment Advisory Committee member of four small- and mid-cap funds, and for 23 years until 2014, he was president and portfolio manager of the Small-Cap Value Fund. Prior to joining the firm in 1978, he was a contract administrator on Admiral H.G. Rickover's staff at the U.S. Atomic Energy Commission. Preston earned a B.A. in economics from Yale University and an M.B.A. from Stanford University. He has also earned the Chartered Financial Analyst (CFA) designation and is a Chartered Investment Counselor (CIC). Outside of T. Rowe Price, Preston is chairman of the Board of The Hill School, a college preparatory boarding school in Pottstown, PA. |
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